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Mike_Reynolds2
Mike_Reynolds2
Level 10
August 5, 2016

Adding Custom Marketo Fields to Salesforce

  • August 5, 2016
  • 53 replies
  • 26309 views

Included in this article

Overview

Marketo uses a set of fields to capture certain kinds of marketing related information. If you would like this data in Salesforce, please follow the instructions below.

  1. Create three custom fields in Salesforce on the lead and contact objects: Lead Score, Acquisition Program, and Acquisition Date.

  2. Map these custom fields between leads and contacts so that on conversion in Salesforce, the values carry over.

  3. You can create other additional fields, if necessary (see the table below).

All of these custom fields are optional and are not required to sync Marketo and Salesforce. As a best practice, we recommend that you do create fields for Lead Score, Acquisition Program, and Acquisition Date.

Add Marketo Fields to Salesforce

Add three custom fields on the lead and contact objects in Salesforce listed above. If you want to add more, see the table of available fields at the end of this section.

Perform the following steps for each of the three custom fields to add them. Start with Lead Score.

1. Log into Salesforce and click Setup.

2. In the Build menu on the left, click Customize and select Leads. Click Fields.

3. Click New in the Custom Fields & Relationships section at the bottom of the page.

4. Choose the appropriate field type (for Lead Score — number; Acquisition Program — text; Acquisition Date — Date/Time).

5. Click Next.

6. Enter the Field Label, Length, and Field Name for the field, as shown in the table below.

Field Label

Field Name

Data Type

Field Attributes

Lead Scoremkto71_Lead_ScoreNumberLength 10
Decimal Places 0
Acquisition Datemkto71_Acquisition_DateDate/Time
Acquisition Programmkto71_Acquisition_ProgramTextLength 255

7. Click Next.

8. Specify the access settings and click Next:

  • Set all profiles to Visible and "Read-Only".
  • Uncheck "Read Only" for the profile of your sync user.

  • Often customers have a user with the profile of a System Administrator as the sync user. If that's the case with you, then uncheck “Read Only” for the System Administrator profile as shown in the picture below.

  • If you have created a custom profile for the sync user, then uncheck "Read-Only" for that custom profile

9. Choose the page layouts that should display the field.

10. Click Save & New to go back and create each of the other two custom fields. Click Save when you're done with all three.

11. In the Build menu on the left, click Customize and select Contacts. Click Fields.

12. Perform steps 3 through 10 for the Lead Score, Acquisition Date, and Acquisition Program fields on the contact object, just as you did for the lead object.

13. Optionally, use the above procedure for any additional custom fields from this table.

     NOTE: These fields are additional optional fields you may choose to add as well. The Lead Score, Acquisition Date and Acquisition Program fields      are detailed above

Field Label

Field Name

Data Type

Field Attributes

Acquisition Program Idmkto71_Acquisition_Program_IdNumberLength 18
Decimal Places 0
Original Referrermkto71_Original_ReferrerTextLength 255
Original Search Enginemkto71_Original_Search_EngineTextLength 255
Original Search Phrasemkto71_Original_Search_PhraseTextLength 255
Original Source Infomkto71_Original_Source_InfoTextLength 255
Original Source Typemkto71_Original_Source_TypeTextLength 255
Inferred Citymkto71_Inferred_CityTextLength 255
Inferred Companymkto71_Inferred_CompanyTextLength 255
Inferred Countrymkto71_Inferred_CountryTextLength 255
Inferred Metropolitan Areamkto71_Inferred_Metropolitan_AreaTextLength 255
Inferred Phone Area Codemkto71_Inferred_Phone_Area_CodeTextLength 255
Inferred Postal Codemkto71_Inferred_Postal_CodeTextLength 255
Inferred State Regionmkto71_Inferred_State_RegionTextLength 255

Map Custom Fields for Conversions

A custom field on the lead object in Salesforce should be mapped to a contact field on the contact object so that data is carried over when a conversion occurs. 

1. In the top right corner, click Setup.

2. Type "Fields" into the Nav Search without pressing Enter. Fields appears under different objects; Click Fields under Leads.

3. Go to the Lead Custom Fields & Relationships section and click Map Lead Fields.

4. Click the drop-down next to the field you want to map.

5. Select the corresponding contact custom field.

6. Repeat the above steps for any other fields you've created.

7. Click Save when you're done.

Here's a video of the entire process that should make it easy to follow along: Salesforce Connector Setup

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    53 replies

    Show previous replies
    A
    Anonymous
    January 12, 2017

    Thanks, Mike.

    In SFDC it seems the API names are correct starting with mkto71_ but in Marketo, I can not see this API name mapped. In MKTO under field management, there is still mkto2_. Please see the SFDC and MKTO images below

    SFDC Image:

    MKTO Image

    I am not sure if the sync already started?

    Vipula Dhamija

    Rebecca_Allen
    Rebecca_Allen
    Level 2
    January 12, 2017

    I created the new fields this morning and am already seeing them getting populated on some records. I ran a Lead report in SFDC with the new fields to see if they were getting backfilled.

      Mike_Reynolds2
      Mike_Reynolds2Author
      Level 10
      January 12, 2017

      @Vipula Dhamija​

      That view from the Marketo screen is underneath the Field Mapping, which can be deceiving. That layout of fields is a reference to original field mapping, not necessarily current field mapping. Make sure you're on the Field Management tab, not the Field Mapping tab:

      Hope that helps!

      -Mike

      A
      Anonymous
      January 17, 2017

      @Mike Reynolds​, I've created the new fields and mapped them to contacts. However, the backfill hasn't been complete (it's been one week). I've left the old fields at the to verify that it worked (old fields are the top ones) and the new fields are not being populated. See below:

      I've checked the MKTO field management fields and they all start with mkto71_. See below:

      Any suggestions as to why the backfill isn't working?

      Also, do I need to delete the old fields (mkto2_)?Thanks

      Mike_Reynolds2
      Mike_Reynolds2Author
      Level 10
      January 17, 2017

      Hi @Coleton Thielmann​

      Since the field management mapping shows it mapped the fields together ok, the most likely thing is permissions for the field to make sure the Marketo sync user has permission to write to those fields. Check step 8 above and make sure that's set right. If you're on Professional Edition, you'll also have to have the fields set in the page layouts to enable access to them, so look for that too.

      Thanks

      Mike

      A
      Anonymous
      January 19, 2017

      Thanks @Mike Reynolds​,

      I'm still a little fuzzy on this. So I should uncheck read only for the highlighted "Marketo Sync" profile as well as system admin? See below.

      Mike_Reynolds2
      Mike_Reynolds2Author
      Level 10
      January 19, 2017

      @Coleton Thielmann​

      Whichever profile the sync user is using, that's the one that will need write access for the profile. Some customers just use an admin profile, others have a dedicated sync user profile. Whichever one you're using, that's the one that needs the write access. In step 8 above, you'll see this note:

      From the screen shot, it looks like your profile "Marketo sync" doesn't have the write access and has read-only access. What that means is that the backfill process pushed all the values over into SFDC but since it wasn't allowed to write values to that field, none of them were saved. The problem now is that the backfill has probably finished and none of the values made it into the new fields because that permission wasn't allowed.

      From here, you'll need to Contact Marketo Support  in order to get the backfill process restarted. The fields remapped properly and any sync of a record between Marketo and SFDC will pull the value into the new field, but the automated push of that data into the new fields probably already finished without the ability to save any of that data because of the permissions in SFDC. You could request a restart of the backfill process, or wait for your leads to need a resync on their own over time. That would take much longer though.

      Hope that helps,

      Mike

      A
      Anonymous
      February 22, 2017

      Hello,

      How long should it take for the data to sync to the new fields.  i noticed that many have updated but some haven't.  Seems like about 200K updated but i still find 6 to 10k open leads that haven't updated.  Is there criteria for the records that are selected to be updated or does it take a certain amount of time? 

      Mike_Reynolds2
      Mike_Reynolds2Author
      Level 10
      February 22, 2017

      Hi @Rob Feidler​

      The backfill process runs at approximately 10k per hour. So take your total database size and divide by 10,000 and that will tell you how long it will take to complete. Once it's done, you'll get an instance notification that lets you  know it has finished.

      Hope that helps!

      Mike

      A
      Anonymous
      April 26, 2017

      Hello,

      Can Marketo fields be added to Salesforce after the initial integration?

      Thank you,

      Maria

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